Why Should You Attend:
The session will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The webinar will be presented from the perspective of more effectively working with the bank’s business customers.
Areas Covered in the Webinar:
Corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation
Investments including capital gain/loss issues and passive activities
Real estate issues including rentals and home offices
Employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs)
Retirement planning strategies including defined benefit plans and captive insurance
Estate planning issues including gift taxes
Year-end tax strategies
Recent changes to the tax code that impact business owners
The session will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The webinar will be presented from the perspective of more effectively working with the bank’s business customers.
Areas Covered in the Webinar:
Corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation
Investments including capital gain/loss issues and passive activities
Real estate issues including rentals and home offices
Employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs)
Retirement planning strategies including defined benefit plans and captive insurance
Estate planning issues including gift taxes
Year-end tax strategies
Recent changes to the tax code that impact business owners
Speakers
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, seminars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.
He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
